Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $86B
1-Year Est. Return 17.65%
This Quarter Est. Return
1 Year Est. Return
+17.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$45.7B
AUM Growth
+$2.29B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,907
New
Increased
Reduced
Closed

Top Buys

1
+$167M
2
+$89.3M
3
+$85.2M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$75.5M
5
TCHP icon
T. Rowe Price Blue Chip Growth ETF
TCHP
+$38.2M

Top Sells

1
+$788M
2
+$128M
3
+$121M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$101M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$61.1M

Sector Composition

1 Technology 10.56%
2 Financials 4.21%
3 Consumer Discretionary 3.68%
4 Healthcare 3.44%
5 Industrials 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$6.47M 0.01%
145,539
+5,385
877
$6.47M 0.01%
93,355
+388
878
$6.45M 0.01%
97,462
+18,498
879
$6.45M 0.01%
305,227
+40,422
880
$6.44M 0.01%
133,386
+13,635
881
$6.44M 0.01%
64,198
+5,250
882
$6.43M 0.01%
96,625
+2,525
883
$6.43M 0.01%
236,404
+160,275
884
$6.42M 0.01%
192,688
+13,646
885
$6.41M 0.01%
143,229
-22,435
886
$6.4M 0.01%
134,869
+23,292
887
$6.39M 0.01%
139,813
-59,710
888
$6.39M 0.01%
273,890
+14,205
889
$6.38M 0.01%
85,852
+28,950
890
$6.37M 0.01%
75,779
-6,405
891
$6.34M 0.01%
309,361
-24,062
892
$6.33M 0.01%
35,540
+7,234
893
$6.33M 0.01%
58,628
-2,633
894
$6.32M 0.01%
142,557
+2,949
895
$6.31M 0.01%
802,296
-110,426
896
$6.29M 0.01%
52,266
-2,431
897
$6.28M 0.01%
131,579
-29,396
898
$6.26M 0.01%
91,949
-71,892
899
$6.26M 0.01%
719,498
-19,546
900
$6.25M 0.01%
106,323
-7,884
34 35
36
37 38